bestechnic (shanghai) co., ltd.: Some customers' smart glasses projects are in the introduction stage. The rise of cloud-based large models presents new demands for chips | Highlights from the earnings conference.
①In the first three quarters of the year, bestechnic (shanghai) co., ltd. asia vets watches and wristbands accounted for approximately 29% of the total, a significant year-on-year increase. Looking ahead to the fourth quarter and 2025, bestechnic (shanghai) co., ltd. asia vets stated that the gross margin is expected to continue to improve; ②The company's inventory in the third quarter was 0.672 billion yuan, with raw materials and work in progress accounting for approximately 60%, and finished products accounting for approximately 40%.
The 2024 World Consumer Electronics Expo is about to be held, and the smart phone market is expected to grow against the trend.
① The 2024 World Consumer Electronics Show will be held at the Shenzhen Convention and Exhibition Center from November 28 to 30, 2024. ② China Merchants believes that the flagship Android phones are entering a phase of intensive releases, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released new flagship models, which focus on AI and optics as highlights. Continuous attention is paid to innovations in new machines and subsequent sales.
Express News | The Hunter Starry Sky officially announced the MOE large model and launched the AirDS data service.
Cheetah mobile's Fu Sheng: Even if the large models cease to advance, next year ai applications will witness an explosion.
According to a report from Sina Technology on the afternoon of November 27, at a media meeting held by Orion Star and JuYun Technology, Fu Sheng, chairman and CEO of cheetah mobile and chairman of Orion Star, pointed out that the defining event in the ai industry today is that the current level of large language models is sufficient to support many applications. "Our best breakthrough point today is the demand for high-quality data and the AI Agent framework for applications. Even if today's models no longer advance, their current level is enough to solve a significant portion of issues, and it meets the demand for revolutionary experiences," Fu Sheng stated.
Express News | dhc software established MediCloud Technology Company with a registered capital of 0.1 billion.
BaWei Storage: Q4 market demand has shown some recovery compared to the previous quarter, will actively focus on industry chain integration opportunities|Direct coverage of the earnings conference
①At the earnings conference of Bawei Storage, the company's chairman Sun Chengsi stated that downstream customers slowed down their pace of delivery in the third quarter, and as inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter is expected to recover compared to the third quarter; ②Sun Chengsi mentioned that with the renewal of the inventory structure, it is expected that the company's gross margin will gradually return to the central level, and the increase in the localization rate provides a broad space for the company's revenue growth.